Are you an entrepreneurial financial advisor eager to elevate your career?
We are searching for a Senior Financial Advisor to join a prestigious brokerage and investment firm where you can leverage a prestigious brand, comprehensive resources, and a collaborative culture to elevate your career and provide exceptional service to your clients.
About the Role: In this role, you will utilize your financial acumen to provide comprehensive planning and investment strategies to a diverse array of clients, particularly ultra-high-net-worth individuals.
Bring your established book of business and enjoy the freedom and potential for significant earnings that comes from being part of a firm renowned for its extensive resources and innovative solutions.
Key Responsibilities: Build and maintain strong client relationships while delivering customized financial solutions.Access a wide range of services tailored for ultra-high-net-worth clients, ensuring their unique financial needs are met.Benefit from extensive lead generation efforts that will help you expand your client base and grow your practice.Collaborate with a dedicated transition management team that will support you throughout onboarding, handling all aspects of your integration into our organization.Qualifications: 5-10+ years of experience as a Financial Advisor.An established and portable book of business & $1million in minimum 12-month trailing production.Certified Financial Planner (CFP) certification is required.Proven track record with an established book of business.Excellent interpersonal skills and a passion for helping clients achieve their financial goals. Why Join Us? Work with a respected firm that is synonymous with excellence in the financial industry.Enjoy unparalleled support, resources, and a vast referral network designed to maximize your success.Experience the flexibility to manage your own schedule while tapping into extensive lead generation to drive growth.Join a collaborative culture that values innovation and supports your professional development.If you're ready to take your career to new heights with a firm that invests in your future, we want to hear from you!
Apply today to become part of an organization that truly values your expertise and ambition.